JHIU

Janus Henderson Investors US Portfolio holdings

AUM $122B
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122B
AUM Growth
+$3.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1 +$453M
2 +$356M
3 +$192M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$188M
5
LHX icon
L3Harris
LHX
+$173M

Top Sells

1 +$802M
2 +$488M
3 +$303M
4
META icon
Meta Platforms (Facebook)
META
+$286M
5
HD icon
Home Depot
HD
+$264M

Sector Composition

1 Technology 21.47%
2 Healthcare 15.7%
3 Industrials 13.08%
4 Financials 12.12%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MCHP icon
51
Microchip Technology
MCHP
$29B
$526M 0.43%
14,261,378
+1,332,872
MS icon
52
Morgan Stanley
MS
$270B
$521M 0.43%
12,159,681
+2,962,234
V icon
53
Visa
V
$645B
$521M 0.43%
5,857,026
-560,216
MCD icon
54
McDonald's
MCD
$222B
$520M 0.43%
4,014,893
-755,042
MDT icon
55
Medtronic
MDT
$135B
$512M 0.42%
6,349,899
-649,720
REGN icon
56
Regeneron Pharmaceuticals
REGN
$82B
$510M 0.42%
1,317,162
+486,119
VRSK icon
57
Verisk Analytics
VRSK
$31.4B
$509M 0.42%
6,270,119
-59,749
TMO icon
58
Thermo Fisher Scientific
TMO
$222B
$508M 0.42%
3,304,366
-186,735
HON icon
59
Honeywell
HON
$122B
$498M 0.41%
4,159,224
-214,561
LAMR icon
60
Lamar Advertising Co
LAMR
$13.4B
$495M 0.4%
6,623,858
-118,889
CSGP icon
61
CoStar Group
CSGP
$29.2B
$490M 0.4%
23,627,020
-2,350,090
FLEX icon
62
Flex
FLEX
$21.9B
$480M 0.39%
37,927,763
+477,047
TEL icon
63
TE Connectivity
TEL
$66.5B
$477M 0.39%
6,402,784
-25,631
LRCX icon
64
Lam Research
LRCX
$196B
$463M 0.38%
36,087,100
+4,335,550
KO icon
65
Coca-Cola
KO
$315B
$456M 0.37%
10,736,070
-1,454,506
ON icon
66
ON Semiconductor
ON
$20.2B
$446M 0.36%
28,805,646
-1,354,002
USB icon
67
US Bancorp
USB
$76.2B
$444M 0.36%
8,613,445
+242,582
SEE icon
68
Sealed Air
SEE
$6.32B
$439M 0.36%
10,071,664
+834,754
TFX icon
69
Teleflex
TFX
$5.06B
$432M 0.35%
2,230,068
-534,516
UNH icon
70
UnitedHealth
UNH
$299B
$431M 0.35%
2,625,331
-46,700
AOS icon
71
A.O. Smith
AOS
$9.19B
$427M 0.35%
8,349,956
+1,306,490
DOX icon
72
Amdocs
DOX
$8.34B
$412M 0.34%
6,759,428
+599,865
XLNX
73
DELISTED
Xilinx Inc
XLNX
$409M 0.33%
7,066,192
+764,384
FIS icon
74
Fidelity National Information Services
FIS
$34.1B
$408M 0.33%
5,127,324
+983,896
NCLH icon
75
Norwegian Cruise Line
NCLH
$8.4B
$407M 0.33%
8,019,411
+1,001,491